Article Library

Most Viewed Articles

Bernice Napach
7 tips to maximize Social Security benefits from an ex-SSA Director
Article posted by Bernice Napach
‘Good things come to those who wait and those who work,’ said Kurt Czarnowski.
Lew Nason
​The Simple Lead Generation System That Never Fails!
Article posted by Lew Nason RFC, LUTCF
Most advisors are struggling with finding enough leads/prospects because they don't have or follow a complete 'step by step' lead system. They tend to try a little of this, then a little of that and if it doesn't give them the immediate results they were looking for, they try something else. They never completely follow through on the entire process. Here is a simple lead generation system that never fails!
Curtis Hawks
Overcoming 5 common life insurance objections
Article posted by Curtis Hawks MBA
We all know life insurance is an important tool for a financial plan, but what do you do when a client or prospect rejects the policy?
Michael Goldberg
6 Ways to Make Real Connections on LinkedIn
Article posted by Michael Goldberg
Although I’m still learning a lot of the social media tricks of the trade myself, I realize that, like any form of marketing, LinkedIn is a process, not an event. It’s got to be used for the long haul. Just like the hundreds of phone calls I used to make off of lead lists. It’s a process. Keep in mind, all the ideas above can be applied to those you meet and “like” at actual networking meetings, holiday parties, and business functions. Yes, real life people! Not just those that appear on your hand held device. Whether online or off, it just comes down to having a system to connect with and relate to people. And it always will.
Michael Goldberg
7 Opportunities to Be More Extroverted
Article posted by Michael Goldberg
You don’t have to be an extrovert to be more extroverted. But, as with anything, the more you do it, the easier it becomes. Start practicing now.
Bill Bachrach
7 disruptions in the financial services industry: Part 1
Article posted by Bill Bachrach
Disruptions can make or break a business ... just ask Blockbuster. So are you protecting your business from disruptions in the financial services industry?
More Articles

Most Recent Articles

Michael Goldberg
6 Ways to Make Real Connections on LinkedIn
Article posted by Michael Goldberg
Although I’m still learning a lot of the social media tricks of the trade myself, I realize that, like any form of marketing, LinkedIn is a process, not an event. It’s got to be used for the long haul. Just like the hundreds of phone calls I used to make off of lead lists. It’s a process. Keep in mind, all the ideas above can be applied to those you meet and “like” at actual networking meetings, holiday parties, and business functions. Yes, real life people! Not just those that appear on your hand held device. Whether online or off, it just comes down to having a system to connect with and relate to people. And it always will.
Greg Preite
7 Reasons Why Advisors Should Be Email Marketing
Article posted by Greg Preite
If you aren't currently implementing it in your practice, you could find yourself losing market share to those who are.
Stanley J. Targosz III
Free College - The Organic Solution
Article posted by Stanley Targosz III
The “Free College” pawn we hear about is crazy. We all know that there is no such thing as a free lunch.
Lew Nason
​The Simple Lead Generation System That Never Fails!
Article posted by Lew Nason RFC, LUTCF
Most advisors are struggling with finding enough leads/prospects because they don't have or follow a complete 'step by step' lead system. They tend to try a little of this, then a little of that and if it doesn't give them the immediate results they were looking for, they try something else. They never completely follow through on the entire process. Here is a simple lead generation system that never fails!
Michael Goldberg
7 Opportunities to Be More Extroverted
Article posted by Michael Goldberg
You don’t have to be an extrovert to be more extroverted. But, as with anything, the more you do it, the easier it becomes. Start practicing now.
More Recent Articles